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Institutional

VAUGHAN DAVID INVESTMENTS LLC/IL

CIK 0001063571
$4.7M
Reported AUM
234
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · VAUGHAN DAVID INVESTMENTS LLC/IL · Q1 2026

AI · grounded in 13F

VAUGHAN DAVID INVESTMENTS LLC/IL initiated a new position in EATON CORPORATION PLC F with a $63,414 investment. The fund also opened a new position in MSI worth $32,075 and increased its stake in ADP by 901.22%. Conversely, the fund trimmed its holdings in ORCL by 46.15% and BAH by 91.67%.

Portfolio · Q1 2026

BROADCO$124,350LRCX$113,639MSFT$103,643JPM$97,252DE$85,696ETR$79,169JNJ$75,806ABBVIE$72,341ALPHABE$70,146CSCO$69,910COP$68,989WMB$68,791Other$3.7MVL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1BROADCOM INC$124K2.63%-15,298-3.7%
2LRCXLAM RESEARCH CORP$114K2.40%-45,604-7.9%
3MSFTMICROSOFT CORP$104K2.19%+444+0.2%
4JPMJP MORGAN CHASE & CO$97K2.06%-1,755-0.5%
5DEDEERE & CO$86K1.81%-411-0.3%
6ETRENTERGY CORP$79K1.67%-8,453-1.2%
7JNJJOHNSON & JOHNSON$76K1.60%-4,154-1.3%
8ABBVIE INC$72K1.53%-183-0.1%
9ALPHABET INC CL A$70K1.48%-4,660-1.9%
10CSCOCISCO SYSTEMS INC$70K1.48%-2,114-0.2%
11COPCONOCOPHILLIPS$69K1.46%-215-0.0%
12WMBWILLIAMS COS INC$69K1.45%-10,739-1.1%
13AXPAMERICAN EXPRESS CO$69K1.45%-2,624-1.1%
14GSGOLDMAN SACHS GROUP INC$68K1.43%-681-0.8%
15EXXON MOBIL CORPORATION$67K1.42%-3,359-0.8%
16CVXCHEVRON CORPORATION$67K1.42%-1,959-0.6%
17NEXTERA ENERGY INC$65K1.38%+4,853+0.7%
18EATON CORPORATION PLC F$63K1.34%+177,297NEW
19AEPAMERICAN ELECTRIC POWER$63K1.33%+5,408+1.1%
20TAT&T INC$61K1.28%+39,682+1.9%
21NINISOURCE INC$60K1.27%-2,070-0.2%
22RFREGIONS FINANCIAL CORP$59K1.24%-9,121-0.4%
23CHENIERE ENERGY INC$58K1.23%+1,050+0.5%
24WEC ENERGY GROUP INC$58K1.22%+10,730+2.2%
25XELXCEL ENERGY$57K1.21%+10,381+1.5%
26SOSOUTHERN CO$56K1.19%-4,145-0.7%
27LNTALLIANT ENERGY CORP$56K1.18%+10,043+1.3%
28HONHONEYWELL INTERNATL INC$56K1.18%+2,861+1.2%
29DUKE ENERGY HOLDING CORP$56K1.18%+3,729+0.9%
30LMTLOCKHEED MARTIN CORP$55K1.16%-1,297-1.4%
31ALLALLSTATE CORP$55K1.16%+2,283+0.9%
32LECOLINCOLN ELECTRIC HOLDINGS INC$54K1.15%-2,310-1.0%
33CCITIGROUP INC$54K1.13%+3,642+0.8%
34BLACKROCK INC$52K1.11%+1,056+2.0%
35DTEDTE ENERGY COMPANY$52K1.10%+1,208+0.3%
36PMPHILIP MORRIS INTL$52K1.10%+1,803+0.6%
37APOLLO GLOBAL MANAGEMENT LLC$52K1.09%+8,986+2.0%
38RGAREINSURANCE GROUP OF AMERICA INC$51K1.08%+4,720+1.9%
39VERIZON COMMUNICATIONS$51K1.08%-659-0.1%
40ASTRAZENECA PLC$51K1.07%-245,684-48.8%
41S&P GLOBAL INC$51K1.07%+4,554+4.0%
42MERCK AND CO INC NEW$50K1.05%+514+0.1%
43KOCOCA COLA CO$48K1.02%-206-0.0%
44PEPPEPSICO INC$47K1.00%+2,436+0.8%
45RMDRESMED INC$47K1.00%+4,754+2.3%
46CATCATERPILLAR INC$47K0.99%-4,856-6.8%
47EOGEOG RESOURCES INC$46K0.97%+4,684+1.5%
48WMWASTE MANAGEMENT INC$46K0.97%+4,060+2.1%
49ICEINTERCONTINENTIAL EXCHANGE INC$46K0.96%+5,881+2.1%
50MRSHMARSH & MCLENNAN COS$45K0.96%+8,503+3.4%
51PGPROCTER & GAMBLE CO$44K0.94%+1,647+0.5%
52SCISERVICE CORP INTL$44K0.93%+4,693+0.9%
53ABTABBOTT LABORATORIES$44K0.93%+9,512+2.3%
54USBUS BANCORP$44K0.93%+664+0.1%
55CNPCENTERPOINT ENERGY$43K0.90%+274,250+38.6%
56UNHUNITEDHEALTH GROUP$42K0.90%+5,984+4.0%
57HDHOME DEPOT INC$42K0.89%+1,208+1.0%
58SLBSCHLUMBERGER LTD$42K0.89%+2,414+0.3%
59CICIGNA GROUP$41K0.86%+6,415+4.4%
60APDAIR PRODS & CHEMS INC$40K0.85%+3,264+2.4%
61ISHARES CORE DIVIDEND GROWTH ETF$40K0.84%-2,301-0.4%
62GILDGILEAD SCIENCES$40K0.84%+9,094+3.3%
63CONSTELLATION ENERGY CORP$39K0.82%-5,235-3.6%
64TARGET CORP$38K0.79%+2,461+0.8%
65OMCOMNICOM GROUP$37K0.77%+14,253+3.0%
66SCHDSCHWAB US DVD EQUITY ETF$36K0.77%-30,733-2.5%
67SYYSYSCO CORP$36K0.75%+4,890+1.0%
68MEDTRONIC PLC$35K0.75%+8,200+2.1%
69UPSUNITED PARCEL SERVICE B$35K0.74%+13,674+4.0%
70DISTHE WALT DISNEY CO$35K0.74%+10,433+3.0%
71MDLZMONDELEZ INTL INC$35K0.74%+20,722+3.6%
72GPCGENUINE PARTS CO$35K0.73%+5,851+1.8%
73ORCLORACLE CORP$35K0.73%-201,023-46.1%
74ADPAUTOMATIC DATA PROCESSING$33K0.71%+147,998+901.2%
75SIEGYSIEMENS AG-SPONS ADR$33K0.70%+10,605+4.0%
76PPGPPG INDUSTRIES INC$32K0.69%+8,537+2.9%
77MSIMOTOROLA SOLUTIONS INC$32K0.68%+73,911NEW
78CRMSALESFORCE INC$32K0.68%+14,048+8.9%
79AMDOCS LTD$32K0.67%+24,726+5.3%
80ACCENTURE PLC-CL A$31K0.65%+10,477+7.3%
81KMBKIMBERLY CLARK CORP$31K0.65%+17,078+5.7%
82CVSCVS HEALTH CORP$30K0.64%+6,890+1.7%
83PGRPROGRESSIVE CORP$29K0.61%+30,853+27.1%
84CONSTELLATION BRANDS INC$28K0.60%+12,047+6.8%
85ZOETIS INC$28K0.59%+20,243+9.3%
86INVESCO S&P 500 EQUAL WEIGHT ETF$25K0.53%+33,100+33.8%
87TXNTEXAS INSTRUMENTS INC$18K0.39%-1,304-1.4%
88AMGNAMGEN INC$18K0.38%-2,198-4.2%
89RLIRLI CORP$16K0.34%+2,983+1.1%
90UTILITIES SELECT SECTOR SPDR$16K0.34%+350,843NEW
91GDGENERAL DYNAMICS CORP$11K0.23%-602-1.9%
92PNCPNC FINANCIAL SERVICES GROUP$10K0.22%-1,395-2.8%
93INVESCO BULLETSHARES 2027 CORP BOND$10K0.21%+29,304+6.2%
94FINANCIAL SELECT SECTOR SPDR$9K0.20%-3,426-1.8%
95INVESCO BULLETSHARES 2028 CORP BOND$9K0.20%+17,522+4.0%
96AAPLAPPLE INC$9K0.19%+4,093+13.0%
97INVESCO BULLETSHARES 2029 CORP BOND$9K0.19%+25,278+5.5%
98INVESCO BULLETSHARES 2030 CORP BOND$8K0.16%+48,312+11.6%
99BROBROWN & BROWN INC$7K0.16%HELD
100INVESCO BULLETSHARES 2031 CORP BOND$6K0.12%+70,093+25.4%
101COFCAPITAL ONE FINANCIAL CORP$5K0.11%HELD
102COMMUNICATION SERV SEL SEC SPDR ETF$5K0.11%-61-0.1%
103HEALTH CARE SELECT SECTOR SPDR$5K0.11%-100-0.3%
104INVESCO BULLETSHARES 2026 CORP BOND$5K0.10%-5,187-2.0%
105FEFIRSTENERGY CORP$4K0.09%-11,040-11.2%
106QCOMQUALCOMM INC$4K0.09%-852-2.5%
107DT MIDSTREAM INC$4K0.09%+125+0.4%
108EXCEXELON CORPORATION$4K0.08%-4,032-4.8%
109INDUSTRIAL SELECT SECTOR SPDR$4K0.08%+1,575+7.0%
110TECHNOLOGY SELECT SECTOR SPDR$4K0.08%-1,970-6.4%
111WMTWALMART INC$4K0.08%-60-0.2%
112NSCNORFOLK SOUTHERN CORP$4K0.08%-366-2.8%
113RPMRPM INTERNATIONAL INC$3K0.07%-1,300-3.7%
114SOLSTICE ADV MATERIALS INC$3K0.07%-15,537-26.6%
115EVERSOURCE ENERGY$3K0.06%-1,365-3.0%
116LLYELI LILLY & CO$3K0.06%+1,000+44.9%
117DDOMINION ENERGY INC$3K0.06%-144,549-76.7%
118SCHWCHARLES SCHWAB CORP$3K0.06%-250-0.9%
119BAHBOOZ ALLEN HAMILTON HOLDING CORP$2K0.05%-348,937-91.7%
120SPDR GOLD MINISHARES TRUST ETF$2K0.05%+26,600NEW
121BPBP PLC-SPONS ADR$2K0.05%-78-0.2%
122GISGENERAL MILLS INC$2K0.05%-20,661-24.5%
123ENERGY SELECT SECTOR SPDR$2K0.05%+6,244+20.3%
124EDCONSOLIDATED EDISON INC$2K0.05%-100-0.5%
125INTCINTEL CORPORATION$2K0.05%-300-0.6%
126BRK/BBERKSHIRE HATHAWAY CL B$2K0.04%-659-13.1%
127IBMINTL BUSINESS MACHINES CORP$2K0.04%-385-4.3%
128NVIDIA CORP$2K0.04%-756-6.3%
129MCDMCDONALDS CORPORATION$2K0.04%+300+5.2%
130COSTCOSTCO WHOLESALE CORP$2K0.04%-58-3.0%
131TRAVELERS COMPANIES INC$2K0.04%-109-1.8%
132MKCMCCORMICK & CO INC$2K0.04%-465-1.4%
133SPDR S&P 500 ETF TRUST$2K0.04%-793-23.3%
134AMZNAMAZON.COM INC$2K0.03%+15+0.2%
135FIRST TRUST ENHA SHORT MATURITY ETF$1K0.03%HELD
136ALPHABET INC CL C$1K0.03%HELD
137LOWLOWES COS INC$1K0.03%-4-0.1%
138SYKSTRYKER CORP$1K0.03%HELD
139CSXCSX CORP$1K0.03%HELD
140VTVVANGUARD VALUE ETF$1K0.03%-238-3.8%
141AIGAMERICAN INTERNATIONAL GRP$1K0.03%-1,350-7.8%
142BKBANK OF NEW YORK MELLON CORP$1K0.02%HELD
143SBUXSTARBUCKS CORP$1K0.02%+898+7.5%
144META PLATFORMS INC CL A$1K0.02%-81-3.9%
145ENBRIDGE INC$1K0.02%-1,531-7.0%
146CBSHCOMMERCE BANCSHARES INC$1K0.02%+25+0.1%
147PORPORTLAND GENERAL ELECTRIC CO$1K0.02%HELD
148SPDR S&P MIDCAP 400 ETF$1K0.02%HELD
149BLACKSTONE INC$9630.02%-575-6.4%
150SPDR GOLD TRUST$9260.02%-10-0.5%
151AEEAMEREN CORPORATION$9080.02%-3-0.0%
152VIGVANGUARD DIVIDEND APPRECIATION ETF$8930.02%-11-0.3%
153INVESCO QQQ TRUST SERIES 1$8420.02%+45+3.2%
154VISA INC CLASS A SHARES$8260.02%+995+57.2%
155AMATAPPLIED MATERIALS INC$8260.02%HELD
1563M COMPANY$8120.02%+898+19.1%
157UNPUNION PACIFIC CORP$7530.02%+5+0.2%
158PHILLIPS EDISON & CO INC$7440.02%HELD
159BRK/ABERKSHIRE HATHAWAY CL A$7180.02%HELD
160DRIDARDEN RESTAURANTS INC$7100.02%HELD
161CONSUMER STAPLES SELECT SECTOR SPDR$6680.01%-1,430-14.9%
162WSMWILLIAMS SONOMA$6560.01%HELD
163VANECK VECTORS SEMICONDUCTOR$6480.01%-188-10.0%
164NOCNORTHROP GRUMMAN CORP$6430.01%-200-17.5%
165SHELSHELL PLC ADR$6350.01%-300-4.2%
166SS SPDR DOW JONES INDUS AVG$6280.01%HELD
167BEBLOOM ENERGY CORP$6120.01%+4,520NEW
168MUMICRON TECHNOLOGY INC$6010.01%-104-5.5%
169VWOVANGUARD FTSE EMERGING MARKETS ETF$5960.01%-100-0.9%
170PSXPHILLIPS 66$5860.01%-6-0.2%
171GEGENERAL ELECTRIC CO$5850.01%HELD
172AFLAFLAC INC$5530.01%HELD
173O'REILLY AUTOMOTIVE INC$5390.01%HELD
174IWPISHARES RUSSELL MIDCAP GROWTH ETF$5140.01%-106-2.6%
175GE VERNOVA INC$5050.01%-1-0.2%
176OGEOGE ENERGY CORP$4750.01%HELD
177FHNFIRST HORIZON CORP$4580.01%HELD
178TRANE TECHNOLOGIES PLC$4500.01%+1,080NEW
179TRUIST FINANCIAL CORP$4400.01%-1,374-12.6%
180SCHVSCHWAB US LARGE CAP VAL$4390.01%+365+2.6%
181EMREMERSON ELECTRIC CO$4390.01%HELD
182BMYBRISTOL MYERS SQUIBB CO$4380.01%+105+1.5%
183PFEPFIZER INC$4020.01%+1,866+15.0%
184EIXEDISON INTERNATIONAL$4010.01%HELD
185BABOEING CO$3700.01%-14-0.7%
186IWSISHARES RUSSELL MIDCAP VALUE ETF$3690.01%HELD
187CLCOLGATE PALMOLIVE CO$3690.01%-200-4.4%
188QUREQUANTA SERVICES INC$3650.01%HELD
189ISRGINTUITIVE SURGICAL INC$3560.01%HELD
190ITWILLINOIS TOOL WORKS$3440.01%HELD
191FCXFREEPORT MCMORAN INC$3420.01%+75+1.3%
192ISHARES 0-5 YEAR TIPS BOND$3310.01%HELD
193EVERGY INC$3290.01%-527-11.6%
194SHWSHERWIN WILLIAMS CO$3190.01%HELD
195MCKMCKESSON CORPORATION$3170.01%HELD
196IWOISHARES RUSSELL 2000 GROWTH ETF$3140.01%HELD
197IWRISHARES RUSSELL MIDCAP ETF$3110.01%HELD
198VUGVANGUARD GROWTH ETF$3050.01%HELD
199BACBANK OF AMERICA CORP$3000.01%-20-0.3%
200VANECK VECTORS FALLEN ANGEL HIGH YI$2980.01%HELD
201SRESEMPRA$2910.01%HELD
202HSYTHE HERSHEY COMPANY$2850.01%-4-0.3%
203SCHGSCHWAB US LARGE GROWTH ETF$2830.01%+9+0.1%
204CMCSACOMCAST CORP CLASS A$2830.01%-3,343-25.3%
205WMT2WELLS FARGO & COMPANY$2760.01%+1+0.0%
206TESLA INC$2710.01%HELD
207TECHNIPFMC PLC$2700.01%-1,800-31.6%
208VANECK OIL REFINERS ETF$2670.01%HELD
209MASTERCARD INC$2670.01%HELD
210EBAYEBAY INC$2560.01%HELD
211CASYCASEYS GEN STORES COM$2560.01%+352NEW
212YUMYUM! BRANDS INC$2490.01%HELD
213VANGUARD SHORT-TERM CORPORATE ETF$2460.01%HELD
214WDCWESTERN DIGITAL CORP$2440.01%+902NEW
215RTX CORP$2330.00%HELD
216EPDENTERPRISE PRODUCTS$2320.00%+6,128NEW
217IVEISHARES S&P500 VALUE INDEX ETF$2300.00%HELD
218NSRGYNESTLE SA SPONSORED ADR$2290.00%+208+9.9%
219ADMARCHER DANIELS MIDLAND$2290.00%-647-17.0%
220NFGNATIONAL FUEL GAS CO$2280.00%+2,430NEW
221IWDISHARES TR RUSSELL 1000 VALUE ETF$2270.00%HELD
222T ROWE PRICE ASSOCIATES$2230.00%-71-2.8%
223TC ENERGY CORP$2220.00%+3,546NEW
224GLWCORNING INC$2200.00%+1,615NEW
225XLYCONSUMER DISC SELECT SECTOR SPDR$2190.00%HELD
226SCHZSCHWAB US AGGREGATE BOND ETF$2190.00%HELD
227IWMISHARES RUSSELL 2000 ETF$2120.00%+854NEW
228WBDWARNER BROS DISCOVERY INC$2110.00%-2,960-27.9%
229IVVISHARES CORE S&P 500 ETF$2100.00%-297-48.0%
230VBRVANGUARD SMALL CAP VALUE ETF$2070.00%-127-11.8%
231CMICUMMINS INC$2070.00%+384NEW
232XEVTXEATON VANCE TX ADV DV IN$2060.00%+8,373NEW
233VTIVANGUARD TOTAL STOCK MKT ETF$2060.00%-53-7.6%
234ABCELLERA BIOLOGICS INC$350.00%+10,000NEW
235ETNEATON CORPORATION PLC F-176,803EXITED
236XLUUTILITIES SELECT SECTOR SPDR-355,320EXITED
237CHRWCH ROBINSON WORLDWIDE INC-3,118EXITED
238IVWISHARES S&P 500 GROWTH ETF-2,506EXITED
239METLIFE INC-2,793EXITED
240SSNCSS&C TECHNOLOGIES INC-2,514EXITED
241FFORD MOTOR COMPANY-13,003EXITED

Source: SEC EDGAR · accession 0001063571-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.